JWM

Jupiter Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 28.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$457K
3
+$311K
4
CELL
PhenomeX Inc. Common Stock
CELL
+$191K
5
MU icon
Micron Technology
MU
+$166K

Top Sells

1
+$2.01M
2
+$2M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.82M
5
WFC icon
Wells Fargo
WFC
+$1.61M

Sector Composition

1 Consumer Discretionary 17.97%
2 Technology 16.11%
3 Healthcare 15.98%
4 Communication Services 11.57%
5 Financials 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,025
77
– –
-10,000
78
– –
-214,910
79
– –
-4,759
80
– –
-15,000
81
– –
-48,860
1 2 3
4